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Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Traffic in the Strait of Hormuz remains at a standstill, with the US President saying the ceasefire is on "massive life support". Dubravko Lakos, Global Head of Market Strategy at JPMorgan, says inventories have helped to offset to the energy shock so far, but we're now heading towards so-called "operational stress levels" that could potentially force the reopening of the Strait. Lakos joined Bloomberg's Francine Lacqua at JPMorgan's Global Markets Conference in Paris.

Private credit may have been hit by negative headlines, but inflows are unquestionably strong, says Sanjay Jhamna, Head of Global Credit Trading at JPMorgan. He says the fact that recent AI model releases did not result in a negative market reaction shows that the shock has passed for the software sector. Jhamna joined "The Pulse with Francine Lacqua" at the JPMorgan's Global Markets Conference in Paris.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Commerzbank CEO Bettina Orlopp discusses the company's performance as the lender lifted its guidance for profit this year and outlined more job cuts. Orlopp also discusses the hostile takeover attempt by UniCredit, saying it would put a lot of revenue at risk. She speaks on Bloomberg Television.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Trump warns of massive strikes if Iran rejects a US deal, even as he claims a shaky ceasefire holds. While equity markets remain bullish, oil markets show "deep distress" and prediction markets signal low confidence in a swift diplomatic resolution.

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."